KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Sells

1 +$761K
2 +$466K
3 +$409K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$382K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K

Sector Composition

1 Technology 14.79%
2 Healthcare 7.71%
3 Financials 4.51%
4 Consumer Discretionary 4.16%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$12K ﹤0.01%
30
677
$12K ﹤0.01%
152
678
$11.9K ﹤0.01%
108
+95
679
$11.7K ﹤0.01%
560
680
$11.7K ﹤0.01%
197
-83
681
$11.6K ﹤0.01%
63
682
$11.6K ﹤0.01%
103
683
$11.6K ﹤0.01%
302
684
$11.5K ﹤0.01%
52
685
$11.5K ﹤0.01%
425
686
$11.3K ﹤0.01%
461
687
$11.2K ﹤0.01%
430
688
$11.2K ﹤0.01%
426
689
$11.1K ﹤0.01%
133
690
$11.1K ﹤0.01%
61
+18
691
$11.1K ﹤0.01%
77
692
$11.1K ﹤0.01%
333
693
$11K ﹤0.01%
106
694
$11K ﹤0.01%
311
+2
695
$11K ﹤0.01%
+60
696
$11K ﹤0.01%
1,017
+358
697
$10.9K ﹤0.01%
1,475
698
$10.9K ﹤0.01%
633
699
$10.8K ﹤0.01%
1,120
700
$10.8K ﹤0.01%
+1,386